If you had money to invest, where should you put it? According to Warren Buffett’s business partner, Charlie Munger, you should look at China. Munger shared his investment insights in a recent interview. It makes vital reading for all investors in global equities, and those with holdings in The Montgomery Global Fund. Continue…

by Roger Montgomery Posted in Editor's Pick, Investing Education.

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by Roger Montgomery's Team Posted in Old Content.

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With property prices still heading north – particularly in the major capitals – we recently took the opportunity to meet with the CEO and CFO of REA Group (ASX: REA), Tracey Fellows and Owen Wilson. Our discussion gave us a greater insight into REA’s 1H17 result and the prospects of Australia’s leading online real estate advertising company. Continue…

by Scott Shuttleworth Posted in Companies.

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In this article published in The Australian Roger explains why BHP’s longer-run economics are not attractive and why you should never take a cue from share prices. Read here.

by Roger Montgomery Posted in In the Press.

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As investors, there are many macro events we have to consider, both positive and negative. Since the election of Donald Trump, we’ve had to consider one more – the prospect of a war involving the US. Jumping at shadows is no way to invest, so the following should be read as pure postulation, a black swan event sharing its place on the probability spectrum with, say, a meteor hitting Earth. Continue…

by Roger Montgomery Posted in Market commentary.

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